AEPGX
Price
$67.34
Change
-$0.54 (-0.80%)
Updated
Jun 3 closing price
Net Assets
136.57B
AWPYX
Price
$23.87
Change
-$0.20 (-0.83%)
Updated
Jun 3 closing price
Net Assets
704.47M
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AEPGX vs AWPYX

Header iconAEPGX vs AWPYX Comparison
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AEPGX vs AWPYX Comparison Chart in %
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AEPGX vs. AWPYX commentary
Jun 04, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPGX is a Hold and AWPYX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AWPYX (704M). AEPGX pays higher dividends than AWPYX: AEPGX (2.47) vs AWPYX (0.00). AEPGX was incepted earlier than AWPYX: AEPGX (42 years) vs AWPYX (30 years). AEPGX (0.83) and AWPYX (0.79) have similar cost to investors . AWPYX is a more actively managed with annual turnover of: 48.00 vs. AEPGX (35.00). AWPYX has a lower initial minimum investment than AEPGX: AWPYX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 15.96 vs. AWPYX (11.18). AWPYX return over 5 years is better than : -1.43 vs. AEPGX (-1.65).
AEPGXAWPYXAEPGX / AWPYX
Total Expense Ratio0.830.79105%
Annual Report Gross Expense Ratio0.830.79105%
Fund Existence42 years30 years-
Gain YTD12.1807.455163%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B704M19,460%
Annual Yield % from dividends2.470.00-
Returns for 1 year15.9611.18143%
Returns for 3 years33.0028.51116%
Returns for 5 years-1.65-1.43115%
Returns for 10 years60.9852.15117%
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